Investment Leaders Forum
Scrutiny, strategy, and superior practices
Date: March 2027
Location:
Elysium Noosa
Noosa Heads, QLD
The Investment Leaders Forum in Noosa Heads will welcome senior leaders, principals and CIOs from Australian wealth management firms to address the evolving challenges in portfolio construction for private clients.
Why attend?
Dive deep into the forces shaping asset allocation
From global macro trends to real assets, fixed income, equities and responsible investing, you’ll gain the multi-dimensional insights required to make bold, informed decisions in a volatile landscape.Rethink your portfolio from the ground up
Take part in adviser-led due diligence across 12 alternative and traditional strategies. You'll explore the real drivers of long-term outperformance and gain practical frameworks to enhance client outcomes.Communicate with greater clarity and greater conviction
Strengthen your ability to explain portfolio shifts and strategic allocations through peer-led discussions. Learn how your peers are navigating tough conversations and reinforcing client trust in uncertain markets.Stay sharp, stay compliant, stay ahead
Earn 12+ CPD points across essential areas like technical competence, client care, regulatory knowledge, and ethics, reinforcing your position as a true industry leader.Forge lasting connections, with a twist
Network like never before with premium, thoughtfully curated social experiences. The Investment Leaders Forum is the perfect environment for the senior voices in wealth management to connect, share their opportunities and challenges, and help promote the ongoing professionalism and integrity of financial advice in Australia.
Up to 12 CPD points available
Supported by
Foundation partner
Location
Enjoy the refined coastal surrounds of Elysium Noosa Resort, a premier retreat in the heart of Noosa, one of Australia’s most iconic beachside destinations.
Framed by lush hinterland and the natural beauty of the coastline, the resort offers an unhurried sense of calm with considered spaces designed for comfort and ease.
Elysium Noosa Resort
14-16 Hastings Street, Noosa
Keynote speaker
More information coming soon
What to expect
Join us in Noosa for a focused, high-value gathering designed for meaningful connection and practical learning.
Expect senior leaders and industry experts sharing real-world strategies through keynotes, panels and interactive breakouts.
The experience will extend beyond the venue, with a group dinner abroad the Noosa Catalina, enjoying sunset cocktails along the pristine Noosa River.
You will leave with fresh perspectives, practical takeaways and new connections that last.
Review the key take aways and perspective from last years Investment Leaders Forum in Byron Bay.
Tickets
-
All symposium sessions
Food and beverages throughout event
Two group dinners
Two nights’ accommodation at Elysium Noosa
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All symposium sessions
Food and beverages throughout event
Group dinner on the Catalina Boat
-
All symposium sessions
Food and beverages throughout event
Two group dinners
Two nights’ accommodation at Elysium Noosa
-
All symposium sessions
Food and beverages throughout event
Group dinner on the Catalina Boat
-
Two group dinners and breakfast
Flying in?
Airport transfers
Please ensure you arrange your own travel to and from Noosa for arrival on Monday morning.
The closest airport is Sunshine Coast Airport (MCY), approximately a 30-minute drive from Elysium Noosa.
More information coming soon
Thought Leaders
More information coming soon
Education Partners
More information coming soon
Brought to you by
Foundation partner
Delegate enquiries
Jaylen DeCarlo
Community account manager
jaylen@theinside.network
+61 494 155 513
Mitchell Sneddon
Head of community
mitchell@theinside.network
+61 406 447 316
Sponsorship enquiries
Thelis Moral-Abad
Head of Sales
thelis@theinside.network
+61 423 615 827
Cassie Fisher
Head of partnerships
cassie@theinside.network
+61 466 975 185